corporate citizenship webinar- djsi

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Corporate Citizenship Sustainability, Simplified. Unlocking the mysteries of the Dow Jones Sustainability Index 14 th March 2013

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Unlocking the mysteries of DJSI

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Page 1: Corporate Citizenship Webinar- DJSI

Corporate Citizenship Sustainability, Simplified.

Unlocking the mysteries of the Dow Jones Sustainability Index

14th March 2013

Page 2: Corporate Citizenship Webinar- DJSI

2 Sustainability, simplified

Ask a Question

Page 3: Corporate Citizenship Webinar- DJSI

3 Sustainability, simplified

Agenda

Introduction

DJSI structure

DJSI selection

Tips for managing the submission

Questions and answers

Page 4: Corporate Citizenship Webinar- DJSI

4 Sustainability, simplified

Presenters

Peter Truesdale – Associate Director Peter is an Associate Director of Corporate Citizenship, he specializes in a number of aspects: reporting, report assurance, and external standards. He has worked with a range of global companies and professional firms including ARM Holdings, ANZ, Cisco and Mars. Megan DeYoung – Director, United States Megan manages Corporate Citizenship’s US practice and works with clients to develop and implement citizenship strategies that are closely tied with the business and to communicate clients’ initiatives to internal and external stakeholders. She has worked with many global companies including Abbott, AbbVie, Aramark, Molson Coors and Xylem.

Page 5: Corporate Citizenship Webinar- DJSI

5 Sustainability, simplified

Corporate Citizenship’s work is global Corporate Citizenship is a corporate responsibility management consulting

company with offices in the US, UK and Singapore

Since 1997, we have advised leading, global corporations on how to enhance and align their citizenship and traditional business activities to create strategic business value

We have a team of 35 and experience in 40 countries

“They have a real understanding of the issues in diverse countries around the world” - Unilever

Page 6: Corporate Citizenship Webinar- DJSI

6 Sustainability, simplified

We work in all areas of corporate responsibility Advised on what it means to be a good corporate citizen, including

addressing contentious business impacts, in different parts of the globe

Develop best practice and strategy for some of the largest and most influential corporations

Devised and implemented environment data management systems in over 100 countries

Advised or wrote more than 125 reports

Global market leaders for assurance (200 reports verified)

Help businesses invest £1.4bn in local communities annually

“They understood what was important to the way we operate, and where we could make the greatest difference” - Abbott

Our partners:

Page 7: Corporate Citizenship Webinar- DJSI

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DJSI is a financial index first and foremost

Managed by the investment group RobecoSAM

DJSI tracks the financial performance of the world’s leading sustainability-driven companies

Page 8: Corporate Citizenship Webinar- DJSI

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DJSI offers many benefits

Build network •Meet people otherwise wouldn’t

•Share workload for DJSI response

Gain buy-in •Illustrate link between corporate responsibility and business value

•Make case for more robust corporate responsibility strategy

Elevate reputation

• Gain recognition in investor community

• Achieve equivalent of corporate responsibility Oscar

Improve reporting •Uncover activities suitable for inclusion in reporting

•Increase content with greater transparency

Page 9: Corporate Citizenship Webinar- DJSI

9 Sustainability, simplified

DJSI uses a comprehensive approach

Survey

Media and stakeholder

analysis

Company Documentation

Economic

Environmental

Social

…examining these credentials… …using these tools

DJSI assesses a company’s sustainability performance by…

.

Page 10: Corporate Citizenship Webinar- DJSI

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Eligibility is based on financial performance

Dow Jones Total Global Stock Market Index

DJSI World DJSI Europe DJSI N.

America

DJSI Asia/

Pacific

Not eligible

Regional

Page 11: Corporate Citizenship Webinar- DJSI

11 Sustainability, simplified

Evaluation by industry- 2013 changes!

59 Industries

24 Industry group

• Pre-determined

• Compared only to

companies in your

sector for listing

• Combination of 2 or more

industries

• Company with highest score

of sectors in group named

industry group leader

Page 12: Corporate Citizenship Webinar- DJSI

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Only the best companies are listed on DJSI

Buffer zone factors:

Higher percentage of best company scores in their score

Reward consistent performance

Avoid churn

Target market cap (within industry group and currency)

Top 7% of eligible

companies

automatically

listed

8-13% of eligible

companies buffer

zone

Page 13: Corporate Citizenship Webinar- DJSI

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Short time period to provide a lot of information

April May June July August September

4th April - Invitations

are sent out

4th June - Submission

deadline

12th September - Announcement of

results

8 weeks

Page 14: Corporate Citizenship Webinar- DJSI

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Mantras to ease the application process

.

Start early The more the merrier

Be brave Explain it

Don’t be modest

It’s elementary, my dear Watson!

Page 15: Corporate Citizenship Webinar- DJSI

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We help clients better showcase performance

Submission management and advice

Deep dives

Traffic light analysis

• Create presentation for each deep dive section covering: DJSI overview, client’s overall performance, steps to improve response for deep dive section

• Hold phone call with section contributors to discuss presentation and each question

• Share detailed insight on approach to each question

• Provide range of support:

• Review drafts

• Be a hotline

• Manage entire process

• Analyze your scorecard and quantitatively identify quickest and easiest wins

• Identify focus areas when completing submission • Outline steps to improve response in each criteria • Share common mistakes when responding • Conduct phone call to discuss analysis

Page 16: Corporate Citizenship Webinar- DJSI

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Contact us

Peter Truesdale

Associate Director

Corporate Citizenship

5th Floor, Holborn Gate

330 High Holborn

London, WC1V 7QG

E: [email protected]

T: 020 7861 1631

W: www.corporate-citizenship.com

Megan DeYoung

Director, United States

Corporate Citizenship

241 Centre Street 4th Floor New York, NY 10013

E: [email protected]

T: +1 212 226 3702

W: www.corporate-citizenship.com